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M&T Bank · 3 hours ago

Affluent Market Regional Manager

Hartford, CT

Full-time

Hybrid

Senior Level, Lead/Staff

$163K/yr - $272K/yr

9+ years exp

M&T Bank is a financial institution seeking an Affluent Market Regional Manager to oversee sales management in retail markets across a designated region. The role involves directing sales initiatives, training and developing financial advisors, and ensuring compliance with regulatory standards.

Financial Services

Responsibilities

Manage the Affluent Market sales function for assigned geographic region’s retail markets. Provide direct supervision to the sales team through the coordination of sales initiatives

Serve in a liaison capacity with other Bank departments to ensure consistent development of all sales initiatives

Provide support regarding training and Advisor development, creating a motivating environment and recognizing the success of employees

Monitor and ensure the region completes required regulatory and compliance training

Network within centers of influence such as seminars, community involvement and industry events

Participate in designing, marketing and implementing strategies to promote business and securities/insurance sales

Participate in the management of sales initiatives, event planning, and short- and long- range planning for assigned region

Direct the gathering and preparing of all sales requests following established reporting requirements

Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations

Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management

Promote an environment that supports a culture of belonging and reflects the M&T Bank brand

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable

Complete other related duties as assigned

Qualification

Sales ManagementFinancial Advisor RecruitmentRegulatory ComplianceSales Strategy ImplementationRisk ManagementTeam LeadershipNetworking SkillsEvent PlanningPerformance ManagementTraining DevelopmentInternal ControlsCommunication SkillsMotivational Skills

Required

Bachelor's degree and a minimum of 9 years' experience in a sales environment, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 9 years' experience in a sales environment

FINRA Series 7, 63, and 65/66 Licenses or successful attainment of them within 12 months of job start date

Pertinent state Life Insurance license